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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,273 | $120,450-76.5% | $159,474-82.3% | $93,010-69.6% |
| Participation rate | 98.9% | 78.0%+20.9pp | 82.8%+16.1pp | 73.9%+25.0pp |
| Annual return | 14.05% | 27.11%-13.1pp | 263.68%-249.6pp | 158.70%-144.7pp |
| Employer contribution / active EE | $2,950 | $3,526-16.3% | $4,831-38.9% | $2,705+9.1% |
| Participant deferral / active EE | $0 | $7,283-100.0% | $7,353-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $137-100.0% | $10,802-100.0% | $152-100.0% |